# WCG WEALTH ADVISORS, LLC

WCG WEALTH ADVISORS, LLC of LAS VEGAS, NV is an SEC-registered investment adviser.

## Registration

- CRD: 173194
- Type: SEC-registered investment adviser
- SEC file number: 801-80386
- Location: 8925 WEST POST ROAD, 2ND FLOOR, LAS VEGAS, NV, 89148
- Phone: 702-263-1919
- Latest filing: 2026-07-29
- Regulatory AUM: $6.3B
- Discretionary AUM: $6.3B
- Clients: 131
- Accounts: 21,593

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Jimmy Lee | CEO; TRUSTEE | New York, NY |
| James Arthur Worden | CHIEF INVESTMENT OFFICER | — |
| Rosemary Anne Richard | CHIEF COMPLIANCE OFFICER | — |
| Steven Philip Odendahl | CHIEF OPERATING OFFICER | — |
| John Andrew Kalbaugh | PRESIDENT | — |
| Skott Mckinney | CHIEF MARKETING OFFICER | — |
| Andrew D'Addio | MANAGING DIRECTOR | — |
| Jason A Ehrlich | CHIEF FINANCIAL OFFICER | — |
| RICHARD ROSEMARY ANNE | CHIEF COMPLIANCE OFFICER | — |
| HOGAN WILLIAM PATRICK | CCO | — |
| LEE JIMMY | CEO; TRUSTEE | — |
| EWING JOHN ROVINSKY | CCO, CFO, COO; CFO; CFO, COO (+2 more) | — |
| HALL CHARLES GILBERT | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ECHEVERRIA SHELLEY JO | CCO | — |
| WALL SONJA RAE | CCO | — |
| WORDEN JAMES ARTHUR | CHIEF INVESTMENT OFFICER | — |
| ODENDAHL STEVEN PHILIP | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; EXECUTIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173194/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173194/similar
- Related entities: https://search.stillhousedata.com/firm/173194/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173194

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.